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VSCAX vs VSOIX
VSCAX vs VSOIX Comparison
Open Charts VSCAX vs VSOIX
Invesco Small Cap Value A
Price$26.39
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets7.71B
Victory Sycamore Small Company Opp I
Price$47.95
Change+$0.21 (+0.44%)
VolumeN/A
Net Assets5.52B
VSCAX vs VSOIX Comparison Chart in %
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VSCAX vs. VSOIX commentary
Oct 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a Hold and VSOIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. VSOIX (5.52B). VSOIX pays higher dividends than VSCAX: VSOIX (0.80) vs VSCAX (0.32). VSCAX was incepted earlier than VSOIX: VSCAX (26 years) vs VSOIX (18 years). VSCAX (1.12) is less costly to investors than VSOIX (0.89). VSCAX is a more actively managed with annual turnover of: 52.00 vs. VSOIX (37.00). VSCAX has a lower initial minimum investment than VSOIX: VSCAX (1000) vs VSOIX (2000000). VSCAX annual gain was more profitable for investors over the last year : 9.78 vs. VSOIX (-2.78). VSCAX return over 5 years is better than : 129.32 vs. VSOIX (29.60).
| VSCAX | VSOIX | VSCAX / VSOIX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 12.250 | 1.654 | 741% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 5.52B | 140% |
| Annual Yield % from dividends | 0.32 | 0.80 | 40% |
| Returns for 1 year | 9.78 | -2.78 | -352% |
| Returns for 3 years | 54.20 | 5.40 | 1,004% |
| Returns for 5 years | 129.32 | 29.60 | 437% |
| Returns for 10 years | 45.04 | 28.86 | 156% |
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